Ninety One SA (Pty) Ltd
CIK 1491998
13F filing for Q2 2026・No. 1,734
- Holdings
- US$1.85B
- Quarter change
- −US$478.85M
- Entries
- 110
- Net bought (estimate)
- −US$322.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 5
- Cut 39
- Added 40
- Corporate actions 0
- Unchanged 12
Largest holdings
110 stocks worth US$1.85B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AUAnglogold Ashanti PlcCommon Stock | Cut | 11,195,133 | US$906.97M | 49.08% |
| Berkshire Hathaway IncCommon Stock | Unchanged | 91 | US$67.82M | 3.67% |
| NVDANvidiaCommon Stock | Added | 327,559 | US$65.11M | 3.52% |
| GOOGLAlphabetCommon Stock | Cut | 166,667 | US$59.24M | 3.21% |
| MSFTMicrosoftCommon Stock | Added | 150,064 | US$55.69M | 3.01% |
| JNJJohnson & JohnsonCommon Stock | Cut | 142,414 | US$36.24M | 1.96% |
| AAPLAppleCommon Stock | Added | 125,672 | US$36.24M | 1.96% |
| VVisa IncCommon Stock | Cut | 74,316 | US$25.46M | 1.38% |
| EWEdwards Lifesciences CorpCommon Stock | Added | 262,942 | US$23.75M | 1.29% |
| AMZNAmazonCommon Stock | Cut | 99,423 | US$23.68M | 1.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.